Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

JPM US Small Cap Growth A Dis USD

Ranked 1 out of 52 in - US Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Timothy Parton

Timothy Parton is a portfolio manager in the U.S. Equity Group at JP Morgan Asset Management. An employee since 1986, Parton has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund. Parton holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.

Eytan Shapiro

Eytan Shapiro obtained a BSc in Economics from City University, London and an MPhil in Economics from Oxford University. He has seventeen years of portfolio management experience. Eytan started his career as an investment analyst at Philips & Drews in London. He joined JP Morgan in 1985 and he is portfolio manager in the US Equity Group. He is responsible for managing the JPM US Smaller Companies fund. Eytan focuses on a fundamental strategy that employs a bottom-up stock selection process by investing in high quality growth companies. He is a member of both the New York Society of Security Analysts and the Association for Investment Management and Research and is a Certified Financial Analyst charter holder.

Objective

To provide long-term capital growth by investing primarily in a growth style biased portfolio of small capitalisation US companies. At least 67% of the Sub-Fund's total assets (excluding cash and cash equivalents) will be invested in a growth style biased portfolio of equity securities of small capitalisation companies that are domiciled in, or carrying out the main part of their economic activity in, the US. Market capitalisation is the total value of a company's shares and may fluctuate materially over time. Small capitalisation companies are those whose market capitalisation is within the range of the market capitalisation of companies in the Benchmark for the Sub-Fund at the time of purchase. The Sub-Fund may also invest in Canadian companies.

Showing fund performance in Luxembourg View performance globally

Performance

US Small & Medium Companies over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.7%
2017 22.9% 9.6% 0.2% 5.3% 6.3%
2016 8.8% -14.6% 9.9% 9.1% 6.3%
2015 6.8% 16.5% 1.2% -17.4% 9.7%
2014 12.3% 1.2% -3.9% 0.1% 15.3%
2013 39.4% 17.0% 6.2% 6.8% 5.0%
2012 7.0% 9.7% -2.8% 6.3% -5.6%
2011 -2.6% 2.5% -3.3% -20.1% 22.9%
2010 40.9% 14.7% -1.9% 2.9% 21.6%
2009 35.6% -5.2% 19.9% 9.6% 8.8%
2008 -41.6% -22.3% -2.3% 1.9% -24.5%
2007 -1.1% -1.2% 6.0% 0.6% -6.2%
2006 3.1% 12.5% -12.0% -2.6% 6.9%
2005 21.9% -0.5% 10.2% 7.6% 3.4%
2004 6.7% 7.9% 1.2% -6.5% 4.5%
2003 16.8% -7.7% 15.0% 5.8% 4.1%
2002 -51.3% -6.8% -33.3% -24.6% 3.9%
2001 -6.5% -19.1% 33.5% -39.1% 42.1%
2000 -7.7% 7.9% 5.6% 7.6% -24.7%
1999 49.6% 8.4% 23.5% -10.8% 25.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Curacao
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hungary
  11. Ireland
  12. Italy
  13. Jersey
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Poland
  18. Singapore
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date11/09/1984
  • Share Class size75Mn
  • Base currencyUSD
  • ISIN LU0053671581

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).